Insurance Agency Growth & Training Coordinator

Combined, a Chubb Benefits Company; Medina (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect new customers and meet with current clients to sell insurance products within a defined geographic area. The role also supports appointing independent agents and guiding them through the sales process.

The position emphasizes field prospecting, relationship building, and meeting sales targets, with responsibility to train and coach agents and ensure smooth operation in setting up new business opportunities.

Qualifications

• Ability to prospect and sell insurance products to new and existing customers.
• Excellent verbal and written communication skills for presentations and field calls.
• Significant field sales experience and ability to meet sales targets.

Responsibilities

• Generate new customers and sales through field prospecting, referrals, leads, target marketing, direct contact, and current Combined policyholders.
• Build customer relationships and respond to customer needs and concerns.
• Meet a minimum of 75% of personal production for the year as an agent and sales standards set by Agency to remain affiliated.
• Conduct sales presentations consistent with needs assessments and Company products.
• Field train and accompany assigned Independent Agents as needed and requested by agent.
• Support each New Agent to develop understanding of the sales process and appointment setting.
• Mentor and coach established Agents through field training or accompanying them during visits.
• Report operation issues in setting up new business.
• Pursue an entrepreneurial spirit to build an independent agency.

Job description

Combined, a Chubb Benefits Company, is seeking an Agency Sales Coordinator to prospect new customers and meet with current clients to sell insurance products within a defined geographic area. The role also supports appointing independent agents and guiding them through the sales process.

The position emphasizes field prospecting, relationship building, and meeting sales targets, with responsibility to train and coach agents and ensure smooth operation in setting up new business opportunities.